Trout CPA ยท 1 month ago
Senior Outsourced Accounting Specialist - Professional Services & Small Business Healthcare
Lancaster, PA
Full-time
Onsite
Mid, Senior Level
3+ years expTrout CPA is a full-service certified public accounting firm seeking a Senior Outsourced Accounting Specialist in its Client Accounting Services department. This role involves acting as a liaison between clients and the firm, ensuring a smooth client experience from onboarding to service delivery coordination.
AccountingConsultingFinanceFinancial Services
Responsibilities
Onboard new clients; attend kickoff meetings
Set up client engagements, provide training, maintain client information
Serve as primary client contact; for coordination and communication
Performs balance sheet reconciliation on the cash or accrual basis
Prepares financial information within client deadlines and on budget
Schedules client meetings; organizes data ahead of time; coordinates attendance by team members
Responds successfully and timely to client requests
Coordinate with internal teams for client engagement needs
Assist with client reporting (1099s, etc.)
Contribute to proposal development and attend networking events
Create documents (Word, Excel, PowerPoint)
Provide backup support to CAS team members
Qualification
Required
Three (3) to five (5) years of recent accounting experience
Accounting degree; preferred
Experience with management of multiple client priorities; highly desired
Proficiency with various accounting software and technology
Strong verbal and written communication skills
Ability to manage multiple projects and prioritize effectively
Strong analytical and problem-solving skills
Attention to detail
Represents the firm in a positive, professional manner
Company
Trout CPA
Trout CPA is an accounting firm based in Pennsylvania.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Andrew Rice
Partner, Transaction Advisory Services
Brian D. Wassell, CPA, CMAA
CPA / Partner
Recent News
2025-09-30
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